Episode Details

Technology stocks have powered global markets higher, fuelled by massive investment in artificial intelligence. But cracks are beginning to emerge.

Sean Aylmer speaks with Damien Boey, Portfolio Strategist at Wilson Asset Management, about the recent sell-off in technology stocks and why AI infrastructure spending, crowded trades and uncertainty around interest rates are weighing on markets. They also discuss why Australia is feeling the effects despite its relatively small technology sector, and what Damien believes are the best investment opportunities right now.

This is general information only. You should seek professional advice tailored to your circumstances before making investment decisions.

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